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Noble Wealth Management PBC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Noble Wealth Management PBC’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$120K Buy
2,479
+206
+9% +$10.2K 0.05% 198
2026
Q2 		$113K Buy
+2,273
New +$113K 0.05% 204

Other funds holding LMBS

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Noble Wealth Management PBC's LMBS Position: Q3 2026 in Review

Noble Wealth Management PBC increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.1% in Q3 2026, buying an estimated $10.2K and bringing the position to 2,479 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #198.

Noble Wealth Management PBC first reported a position in LMBS in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Noble Wealth Management PBC held 2,479 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $120K as of Q3 2026.
  • Noble Wealth Management PBC bought 206 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $10.2K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Noble Wealth Management PBC's portfolio in Q3 2026, its #198 holding.
  • Noble Wealth Management PBC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.